Mailbag, incl: Keep my winners, but also rebalance? February 8, 2026

– The pros and cons of an interest only mortgage? – How do I think about international investing in the face of a higher dollar? – What happens to my mortgage in a sound money system?See omnystudio.com/listener for privacy information.

– Responding to the SaaSpocalypse – Surprisingly good GDP numbers – The risks of a higher oil price… and the costsSee omnystudio.com/listener for privacy information.

– Inflation from government deficits or home loans? – A case against a Big Australia? – How do I track the fundamental thesis when prices are volatile? – How to put a lump sum to work in the marketSee omnystudio.com/listener for privacy information.

– Inflation still way too high – Bouquets for earnings season – Is WiseTech a view of the future?See omnystudio.com/listener for privacy information.

– How can I make sure I’m not buying more shares because of ego?   – Why have Gold and Bitcoin diverged? – How do I respond to the AI threat with ETFs? – More on mean reversion, please?  See omnystudio.com/listener for privacy information.

– Is the opportunity window for investors closing? – A new Opposition… time for new policies? – Where mining goes, goes the market – Resources jump… and slump    See omnystudio.com/listener for privacy information.

– What is the ‘debasement trade’?  – Is there too much money chasing too few assets? – When is remuneration too high? – Have you changed your mind on the global order? – A history correction for the Strawman – Convince me rates won’t rise a lot    See omnystudio.com/listener for privacy information.

– Are we about to see a change in CGT? – It’s expectations season – PR-by-ASX-announcement?    See omnystudio.com/listener for privacy information.

– What about competition in a portfolio? – How can I keep my winners, but also rebalance my portfolio? – Why aren’t people borrowing against their homes to invest? – Use your real names, please!    See omnystudio.com/listener for privacy information.

– Rates up… no surprise. – Gold’s plunge – I am the Kiss of Death – Selling off the family silver    See omnystudio.com/listener for privacy information.